Retirement plan

ORR COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: ORR COMPANY, INC. - ORR COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2016) Form 5500
Creator: ORR COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ORR COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN, ORR COMPANY, INC.

ORR COMPANY, INC.EIN 57-1050721Plan #001PY 2016

P.O. BOX 3929 - FLORENCE, SC 29502843-669-1737

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.9M

+21.5% from 2015

Total participants

-2.1% from 2015

Average account balance

$72,919

+17.6% from 2015

Annual return

11.78%

-19.10 pp from 2015

Benchmarks

See 2,826 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort2,826 peers

Snapshot2016

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$6.39M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$77K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

88.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-5.46%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$9619

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2H2O

Plan features

2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$99K

$1223 / participant

Other / not subdivided$99K100.0%

% of EOY assets

1.446%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$72,919

$32,037+127.6%

$69,182+5.4%

$62,881+16.0%

Participation rate

100.0%

43.4%+56.6pp

55.1%+44.9pp

69.3%+30.7pp

Annual return

11.78%

15.16%-3.4pp

-21.93%+33.7pp

20.14%-8.4pp

Employer contribution / active EE

$7,901

$679+1063.3%

$1,206+555.0%

$2,281+246.4%

Participant deferral / active EE

$1,185-100.0%

$1,897-100.0%

$3,203-100.0%

Admin fee / account holder

$1,054

$2,608-59.6%

$2,697-60.9%

$4,296-75.5%

ORR COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ORR COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion